WallStSmart

Interactive Brokers Group Inc (IBKR)vsStonex Group Inc (SNEX)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Stonex Group Inc generates 2184% more annual revenue ($141.83B vs $6.21B). IBKR leads profitability with a 15.9% profit margin vs 0.3%. SNEX trades at a lower P/E of 16.6x. IBKR earns a higher WallStSmart Score of 66/100 (B-).

IBKR

Strong Buy

66

out of 100

Grade: B-

Growth: 9.3Profit: 7.5Value: 9.3Quality: 5.3
Piotroski: 2/9

SNEX

Buy

63

out of 100

Grade: C+

Growth: 10.0Profit: 5.0Value: 8.3Quality: 6.8
Piotroski: 1/9Altman Z: 3.49
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

IBKRUndervalued (+26.5%)

Margin of Safety

+26.5%

Fair Value

$103.90

Current Price

$68.68

$35.22 discount

UndervaluedFair: $103.90Overvalued
SNEXUndervalued (+39.0%)

Margin of Safety

+39.0%

Fair Value

$209.20

Current Price

$75.75

$133.44 discount

UndervaluedFair: $209.20Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

IBKR6 strengths · Avg: 9.0/10
Operating MarginProfitability
78.8%10/10

Strong operational efficiency at 78.8%

Debt/EquityHealth
0.0010/10

Conservative balance sheet, low leverage

Market CapQuality
$115.34B9/10

Large-cap with strong market position

Return on EquityProfitability
23.5%9/10

Every $100 of equity generates 24 in profit

Revenue GrowthGrowth
15.2%8/10

15.2% revenue growth

EPS GrowthGrowth
30.3%8/10

Earnings expanding 30.3% YoY

SNEX5 strengths · Avg: 8.8/10
Revenue GrowthGrowth
39.6%10/10

Revenue surging 39.6% year-over-year

Altman Z-ScoreHealth
3.4910/10

Safe zone — low bankruptcy risk

P/E RatioValuation
16.6x8/10

Attractively priced relative to earnings

Price/BookValuation
2.4x8/10

Reasonable price relative to book value

EPS GrowthGrowth
47.9%8/10

Earnings expanding 47.9% YoY

Areas to Watch

IBKR3 concerns · Avg: 3.7/10
PEG RatioValuation
2.324/10

Expensive relative to growth rate

P/E RatioValuation
30.6x4/10

Premium valuation, high expectations priced in

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

SNEX4 concerns · Avg: 2.8/10
Profit MarginProfitability
0.3%3/10

0.3% margin — thin

Operating MarginProfitability
0.5%3/10

Operating margin of 0.5%

Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

Free Cash FlowQuality
$-1.28B2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull Case : IBKR

The strongest argument for IBKR centers on Operating Margin, Debt/Equity, Market Cap. Profitability is solid with margins at 15.9% and operating margin at 78.8%. Revenue growth of 15.2% demonstrates continued momentum.

Bull Case : SNEX

The strongest argument for SNEX centers on Revenue Growth, Altman Z-Score, P/E Ratio. Revenue growth of 39.6% demonstrates continued momentum.

Bear Case : IBKR

The primary concerns for IBKR are PEG Ratio, P/E Ratio, Piotroski F-Score.

Bear Case : SNEX

The primary concerns for SNEX are Profit Margin, Operating Margin, Piotroski F-Score. Thin 0.3% margins leave little buffer for downturns.

Key Dynamics to Monitor

IBKR profiles as a growth stock while SNEX is a hypergrowth play — different risk/reward profiles.

IBKR carries more volatility with a beta of 1.25 — expect wider price swings.

SNEX is growing revenue faster at 39.6% — sustainability is the question.

IBKR generates stronger free cash flow (1.6B), providing more financial flexibility.

Bottom Line

IBKR scores higher overall (66/100 vs 63/100), backed by strong 15.9% margins and 15.2% revenue growth. SNEX offers better value entry with a 39.0% margin of safety. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Interactive Brokers Group Inc

FINANCIAL SERVICES · CAPITAL MARKETS · USA

Interactive Brokers Group, Inc. is a global automated electronic broker. The company is headquartered in Greenwich, Connecticut.

Stonex Group Inc

FINANCIAL SERVICES · CAPITAL MARKETS · USA

StoneX Group Inc. is a global financial services network connecting businesses, organizations, merchants and investors to the global market ecosystem. The company is headquartered in New York, New York.

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